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CACABO

Cable One, Inc.

$CABO·$212M·Telecommunications Services·Communication Services
$36.30+8.0%YTD-60.2%1Y-75.4%
Mentions · last 7 days
2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 2 posts2026-08-11: 1 posts2026-08-12: 1 posts2026-08-13: 1 posts5+33%
Price updated 7h ago·X counts updated 6h ago
CACABO
$CABOCable One, Inc.
$36.30+8.00%5 posts+33%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CABO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-08

Falling on heavy selling — points lower unless it turns around.

Cable One: -72% t12m, Q2 loss, broadband subscribers under sustained pressure — no bottom in sight.

CABO is a rural + small-town US cable/broadband ISP (Sparklight brand) that's collapsed -72% over 12 months and -60% YTD — the broadband ISP thesis that seemed defensible for years has broken as fiber overbuilders + fixed-wireless-access (T-Mobile/Verizon FWA) have compressed subscriber growth to below zero on aging DOCSIS infrastructure.

  • Aug 6 Q2 reported: LOSS on the bottom line, beat revenue estimates — the mix (revenue OK, EPS terrible) tells you the top line is holding on price/ARPU but margin structure has cratered. Aug 6-7 call highlights confirm.
  • Insider Arntzen award of 25,005 shares on Aug 4 (routine RSU grant) — no signal.
  • Analyst FY26 rev est $1.43B, EPS $22.74 (4/3 analysts) — but that EPS estimate is at odds with Q2 reporting a loss; the sell-side may not have digested the print yet. Estimate revisions almost certainly coming down.
  • PE -0.92 (money-losing), debt/equity 2.1 (highly levered), no next earnings date visible.

Setup: bulls need "subscriber losses stabilize + fixed-wireless competitive intensity fades + cash-flow generation supports the balance sheet" — a difficult combination. Bears own the tape: fiber + FWA competitive pressure is structural, DOCSIS-upgrade capex is real, and CABO's small-market footprint doesn't allow easy defensive plays. Balance-sheet risk is real given debt/equity 2.1 and shrinking EBITDA. Not a name to catch until either a strategic transaction is announced or subscriber trends visibly turn.

What to watch: Q3 print (undated in pack): subscriber trends, ARPU direction, capex trajectory, any strategic-alternatives commentary.

On the calendar: Q3 print (undated)

no x sentimentstructural secular pressurehigh leverage

Read the AI verdict + X sentiment for $CABO

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What it does

Plain-English summary of the business — what they sell and how they make money.

U.S. broadband provider delivering high-speed internet, video, and voice services primarily to residential and business customers in secondary markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $CABO.

Telecommunications Services · Communication Services

No material change from last week — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $CABO

Neutral — U.S. broadband provider delivering high-speed internet, video, and voice services primarily to residential and business customers in secondary markets; limited read-through from telecommunications services macro dynamics to this specific revenue mix.

Industry benchmark

18-name peer basket
+36.4%YTD
+53.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-55.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-22.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-2.04$0.04-5260.4%
Q1 2026Apr 30, 2026$6.12$7.77-21.2%
Q4 2025Feb 26, 2026$-1.35$7.60-117.8%
Q3 2025Nov 6, 2025$5.17$9.25-44.1%
Next earningsThu, Nov 5·consensus EPS $7.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$353.0M-7.3%50.0%25.8%$6.29$49.8M
Q4 FY25$363.7M-6.1%51.2%26.8%$-1.35$71.6M
Q3 FY25$376.0M-4.5%52.3%26.1%$15.33$-501.3M
Q2 FY25$381.1M-3.4%50.5%26.4%$-77.70$213.3M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.3B – $1.5B$22.74$20.81 – $24.264
FY27$1.5B$1.4B – $1.7B$25.19$23.05 – $26.874
FY28$1.5B$1.5B – $1.5B$30.21$27.64 – $32.232
FY29$1.5B$1.4B – $1.5B$2.58$2.37 – $2.761
FY30$1.5B$1.4B – $1.5B-$1.11-$1.19 – -$1.021

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-57.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 4.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 3Todd M KoetjeCFO998 sh$100K
+ 10 other (9 awards · 1 inkind) in window

See when $CABO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 98-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Cable One (Spark Light) provided preliminary Q2 2026 financial and operational results, disclosing total revenues in the range of $346-$352 million and net subscriber losses of approximately 16,000-18,000. Gross debt at quarter-end stood at approximately $3.06 billion. The preliminary figures reflect ongoing residential broadband subscriber pressure amid intense competition from fiber and fixed wireless alternatives. A formal Q2 earnings release with full metrics is expected to follow in the coming weeks.

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
AI summary

Cable One held its 2026 Annual Meeting on May 14, 2026, electing eight directors to the Board. Vote totals: P. Robert Bartolo (4,574,847 for), Brad D. Brian (4,551,634), James A. Holanda (4,575,246), Deborah J. Kissire (4,553,353), Mary E. Meduski (4,409,549), Sherrese M. Smith (4,559,397), Wallace R. Weitz (4,535,137), and Katharine B. Weymouth (4,436,904). Meduski and Weymouth received notably lower vote totals compared to other nominees, indicating modest but visible shareholder reservations about their re-election. The independent auditor ratification was also approved at the meeting.

8-KPress release / Reg FDMay 88-K — Item 7.01: Press release / Reg FD
AI summary

Cable One's Clearwave Fiber joint venture completed a merger with Point Broadband on May 8, 2026, with Clearwave Fiber surviving as a wholly-owned subsidiary of Point Broadband. Under the transaction structure, Cable One's equity interest in Clearwave Fiber was rolled over into Point Holdings, an indirect parent of the surviving entity, pursuant to a rollover agreement entered at closing. The merger consolidates Clearwave Fiber—a high-growth fiber broadband provider serving underserved markets—within Point Broadband's broader platform. This marks a strategic repositioning of Cable One's fiber asset within a larger broadband infrastructure vehicle.

8-K/AOfficer or director change (amended)Apr 238-K/A — Item 5.02: Officer or director change
8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change
8-KMaterial debt obligationMar 168-K — Item 2.03: Material debt obligation · Item 8.01: Other event
3New insider — initial holdingsFeb 253
+ 19 other (6 13Gs · 3 earnings 8-Ks · 3 routine 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

New Strong Sell Stocks for August 10thzacks.com·4d agoDimensional Fund Advisors LP Trims Stake in Cable One, Inc. $CABOdefenseworld.net·6d agoCable One Q2 Earnings Call Highlightsmarketbeat.com·6d agoCable One (CABO) Reports Q2 Loss, Beats Revenue Estimateszacks.com·7d agoCompared to Estimates, Cable One (CABO) Q2 Earnings: A Look at Key Metricszacks.com·7d ago

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Voices on X · last 7 days

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